CWA
Clarus Wealth Advisors’s FMC FMC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,575
| Closed | -$215K | – | 106 |
|
2022
Q1 | $215K | Buy |
+1,575
| New | +$215K | 0.13% | 98 |
|
2021
Q2 | – | Sell |
-3,202
| Closed | -$358K | – | 112 |
|
2021
Q1 | $358K | Hold |
3,202
| – | – | 0.22% | 91 |
|
2020
Q4 | $382K | Buy |
3,202
+95
| +3% | +$11.3K | 0.25% | 77 |
|
2020
Q3 | $323K | Sell |
3,107
-30
| -1% | -$3.12K | 0.25% | 89 |
|
2020
Q2 | $320K | Sell |
3,137
-47
| -1% | -$4.79K | 0.27% | 83 |
|
2020
Q1 | $226K | Sell |
3,184
-128
| -4% | -$9.09K | 0.23% | 104 |
|
2019
Q4 | $330K | Hold |
3,312
| – | – | 0.22% | 104 |
|
2019
Q3 | $290K | Buy |
3,312
+2,078
| +168% | +$182K | 0.21% | 98 |
|
2019
Q2 | $102K | Buy |
1,234
+16
| +1% | +$1.32K | 0.07% | 187 |
|
2019
Q1 | $94K | Hold |
1,218
| – | – | 0.07% | 205 |
|
2018
Q4 | $90K | Sell |
1,218
-1,266
| -51% | -$93.5K | 0.14% | 183 |
|
2018
Q3 | $217K | Hold |
2,484
| – | – | 0.14% | 117 |
|
2018
Q2 | $190K | Buy |
+2,484
| New | +$190K | 0.14% | 121 |
|
2018
Q1 | – | Sell |
-2,339
| Closed | -$221K | – | 134 |
|
2017
Q4 | $221K | Buy |
+2,339
| New | +$221K | 0.21% | 87 |
|